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PSMVX vs VSIAX
PSMVX vs VSIAX Comparison
Open Charts PSMVX vs VSIAX
Principal SmallCap Value II R6
Price$11.89
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
PSMVX vs VSIAX Comparison Chart
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PSMVX vs. VSIAX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PSMVX is a Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. PSMVX (1.17B). VSIAX pays higher dividends than PSMVX: VSIAX (2.01) vs PSMVX (1.05). PSMVX was incepted earlier than VSIAX: PSMVX (10 years) vs VSIAX (13 years). PSMVX is a more actively managed with annual turnover of: 65.20 vs. VSIAX (16.00). PSMVX has a lower initial minimum investment than VSIAX: PSMVX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 18.49 vs. PSMVX (3.81). VSIAX return over 5 years is better than : 50.37 vs. PSMVX (11.75).
| PSMVX | VSIAX | PSMVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 3.133 | 3.217 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 58.3B | 2% |
| Annual Yield % from dividends | 1.05 | 2.01 | 52% |
| Returns for 1 year | 3.81 | 18.49 | 21% |
| Returns for 3 years | -4.85 | 17.05 | -28% |
| Returns for 5 years | 11.75 | 50.37 | 23% |
| Returns for 10 years | 3.48 | 109.60 | 3% |
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